Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,723
Closed -$617K 111
2023
Q1
$617K Buy
3,723
+277
+8% +$45.9K 0.59% 55
2022
Q4
$514K Buy
+3,446
New +$514K 0.55% 57